Episodes
Sept. 7, 2022
The Super Bubble (EP.273)
On today's show we discuss Jeremy Grantham's super bubble call, how "don't fight the Fed" has evolved, why all opinions are extreme today, how the bottom 50% are making the biggest financial progress, how the Fed screwed up …
Sept. 5, 2022
Talk Your Book: Interest Rates and Volatility
On today's show, we spoke with Jason Barsema about the ins and outs of structured notes, how downside protection works, when it makes sense to use structured notes, and much more. Find complete shownotes on our blogs... B…
Aug. 31, 2022
Why So Bearish? (EP.272)
On today's who we discuss the pros and cons of student loan forgiveness, why the Fed has the ability to talk tough about inflation (for now), the difference between being bearish and being realistic, record high corporate pr…
Aug. 29, 2022
Talk Your Book: Investing in China
On today's show, we spoke with Brendan Ahern to give us an update on China, Chinese stock listing issues, investing in China's largest companies, and much more. Find complete shownotes on our blogs... Ben Carlson’s Mich…
Aug. 24, 2022
Price Drives Narrative (EP.271)
On this week's show we discuss the ever-changing narratives in the stock market and economy, iron-clad rules of investing, why markets are so confusing right now, a wider bid-ask spread in the housing market, crypto's LTCM m…
Aug. 17, 2022
The Animal Spirits Indicator (EP.270)
On this week’s show, we discuss Ben’s trip to Long Island, some good news on inflation, Disney’s sky-high inflation, confusing signals in the economy, and much more. Find complete shownotes on our blogs... Ben Carlson’s …
Aug. 10, 2022
Soft Landing (EP.269)
On this weeks show we discuss the stock market's ability to predict a recession, the hot labor market, wages vs. inflation, the prospect for a soft landing in the economy, Robinhood vs. Coinbase, volatility in the mortgage m…
Aug. 8, 2022
Talk Your Book: Choose Your Own Investments
On today's Talk Your Book we spoke with Composer founder Ben Rollert about creating your own automated investment strategies. Find complete shownotes on our blogs... Ben Carlson’s Michael Batnick’s Like us on And...
Aug. 3, 2022
Invest in What You Know (EP.268)
On today's show we discuss the recession debate, why the economy is so confusing right now, calling a stock market bottom (or not), the tech stock comeback, earnings season and much more. Find complete shownotes on our blog…
Aug. 1, 2022
Listener Mailbag
On today's show we answer questions straight from the listeners with some help from Rocket Dollar's Henry Yoshida. Find complete shownotes on our blogs... Ben Carlson’s Michael Batnick’s Like us on And feel free...
July 30, 2022
Looking Back at the Crypto Meltdown
On today's show, we get an update on crypto from Meow CEO Brandon Arvanaghi and take a look at what happened with the recent crypto meltdowns. Find complete shownotes on our blogs... Ben Carlson’s Michael Batnick’s Li…
July 27, 2022
Redefining a Recession (EP.267)
On today's show we discuss why the middle class is getting squeezed, why it's so hard to define what a recession is, boring stocks are outperforming, the size of the housing market, why negotiating will be making a comeback,…
July 20, 2022
Extreme Cost Cutting (EP.266)
On today's show we discuss peaking inflation, confused banks, whys stocks are the best inflation hedge, and much more. Find complete shownotes on our blogs... Ben Carlson’s Michael Batnick’s Like us on And feel...
July 13, 2022
Volatility Hits Main Street (EP.265)
On today's show we discuss stocks for the long run, Elon's Twitter debacle, the labor market vs. inflation, the number of cycles we've experienced since the pandemic, peak inflation and much more. Find complete shownotes o…
July 11, 2022
Talk Your Book: The State of Commodities
On today's Talk Your Book, we spoke with Sal Gilbertie from Teucrium about the state of agricultural commodities. Find complete shownotes on our blogs... Ben Carlson’s Michael Batnick’s Like us on And feel free to sh…
July 9, 2022
Talk Your Book: The State of Venture Capital
On today's show, we discuss similarities between the late 90s and today, how tough it is to get VC exposure, current market dynamics within the private markets, and much more. Find complete shownotes on our blogs... Ben C…
July 6, 2022
The Pandemic Broke the Economy (EP.264)
On today's show we talk about why the first 6 months of the year were one of the worst ever for financial markets, why it's so difficult to gauge the economy right now, what's priced into the stock market, the worst earnings…
July 4, 2022
Talk Your Book: The Bull Market in Stupidity
On today's Talk Your Book, we spoke with Michael Grant from Calamos Investments about the Fed, the economy and managing a long/short fund in this environment Find complete shownotes on our blogs... Ben Carlson’s Michael…
June 29, 2022
Are We Sure a Recession is Coming? (EP.263)
On today's show we discuss stock market return expectations, the sell-off in commodities, the back and forth on recession predictions, fighting the last war on the economy, why crypto crashed so bad, negotiating your cable b…
June 27, 2022
Talk Your Book: Expanding Access to Private Markets
On today's Talk Your Book, we spoke with Bob Long of Conversus about giving financial advisors access to investments in private markets. Find complete shownotes on our blogs... Ben Carlson’s Michael Batnick’s Like us …
June 22, 2022
Peak Pessimism (EP.262)
On today's show we discuss how wild and crazy the past 3 years have been in the markets, why the Fed is in such a precarious position, the number of stocks getting hammered, the Warren Buffett of crypto, the most re-watchabl…
June 15, 2022
The Fed is Being Punished (EP.261)
On this week's show we discuss the current market sentiment, the official bear market in U.S. stocks, why the Fed is making a mistake, the insane move higher in interest rates, the crypto winter and more. Find complete sho…
June 13, 2022
Talk Your Book: High Quality Growth Stocks
On today's show we spoke with Allen Bond from Jensen Investment Management about finding high quality growth stocks and investing during a bear market. Find complete shownotes on our blogs... Ben Carlson’s Michael Batni…
June 8, 2022
Good News is Bad News (EP.260)
On today's show we discuss why everyone thinks we're already in a recession, living paycheck to paycheck on $250k a year, why crypto makes more sense in a bull market, why it feels like the stock market should be down way mo…